In this webinar we will demonstrate how easy it is to create Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in line with the new regulations coming into force on 1 January 2018, using Barnett Waddingham’s KIDs for PRIIPs tool. Throughout the demonstration, we will discuss the key inputs and decisions required to ensure compliance.

In this webinar we will demonstrate how easy it is to create Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in line with the new regulations coming into force on 1 January 2018, using Barnett Waddingham’s KIDs for PRIIPs tool. Throughout the demonstration, we will discuss the key inputs and decisions required to ensure compliance.

With Defined Benefit (DB) schemes in the Higher Education sector seeing a steady increase in costs, many institutions are now considering whether to move a proportion of their staff onto a DC scheme. DC schemes can introduce a lot of freedom and flexibility for staff members which can be very valuable, however setting up a DC scheme can also be a complicated exercise and may initially create concerns for those staff members being moved. Therefore the key to a successful DC launch is getting the right provider, the right level of benefits and ensuring that you are engaging with staff in a way that helps them to see the potential. During this 45 minute webinar we hope to give you an understanding of the key issues when thinking about setting up a DC scheme.

Do you have the right tools to help with understanding longevity risk in your pension scheme?

And how informed do you feel about the latest developments in the fast-moving area of longevity research?

As UK pension schemes mature, longevity risk is increasingly becoming the main area of exposure, but remains an area where many trustees are unsure of the level of risk exposure in their pension scheme.

Our webinar focuses on practical tools for understanding the longevity risk exposure inherent in the business as usual operations of individual pension schemes. It also highlights some of the latest research and hot topics in longevity, that are relevant to pension scheme stakeholders with an interest in improving their understanding of longevity risk.

Join our interactive webinar hosted by Self-Invested Technical Specialist, James Jones-Tinsley to hear about hot topics and current issues, from pensions tax relief and the tapering of the Annual Allowance, to pensions freedoms and death benefits.

Transferring administration services to a new provider can be a challenging process, but an efficient and seamless transfer can be achieved through approaching the project with transparency, cooperation and accountability.

Chris Tagg, will walk you through the transfer process, looking at best practice, roles that various parties play and the expectations that trustees should have, as well as the common traps to avoid.

As one of only two third-party administrators in the UK to have achieved PASA Accreditation, maintaining the ‘gold standard for high quality pension administration’ has never been more important but where does PASA fit in with both the old and new administrators? Chris examines their significance in a broader context alongside Barnett Waddingham’s approach to implementations.

Are you aware of the challenges surrounding pension transfers? During this webinar, our Administration Manager, Ben Clacker, will guide you through the key issues to look out for – and how to avoid them.

The introduction of Freedom and Choice brought about an increased frequency of pension transfer requests. In addition, developments such as HMRC’s change to their QROPS listing, and the rise of pension scams, have impacted administrative due diligence requirements.

Reflecting on high profile news stories, case studies and current developments, Ben will demonstrate how administration teams can act as the first line of defense and effectively mitigate the risk of transfers, protecting member’s benefits by implementing a comprehensive quality control frame work, practicing due diligence, and engaging with trustees.

Ben will guide you through:

•The impact scams can have on members’ benefits
•Insight into the administrative challenges of pensions transfers
•Examples of tactics scammers may use to defraud members’ benefits
•The importance of quality administration when it comes to pensions transfers

Our interactive webinar on Tuesday 21 February will offer a clear explanation of the important changes to pensions taxation – helping you to provide the right support your staff.

Our Senior Pensions Consultant, Graham Cooper, and our Head of Higher Education, Paul Hamilton, will guide you through the potential on pension savings in final salary pension schemes such as the Universities’ Superannuation Scheme, the Teachers’ Pension Scheme and the Local Government Pension Scheme.

Key topics of discussion will include:

•Tapered Annual Allowance, Lifetime Allowance and the new forms of Lifetime Allowance protections
•The pitfalls arising from the Tapered Annual Allowance
•Important actions to take, and when
•How to avoid sleepwalking into paying large pension tax bills
•How we can assist with retirement planning

Our experts will also be on hand to answer your crucial questions at the end of the webinar.

Since 31 December 2015 the liability value of a typical pension scheme has increased by 25%. This increase can have real consequences; as Carclo found out in October, when it was unable to pay an interim dividend.

Join Adam Poulson, as he guides you through the simple steps you can take to mitigate this issue.

In December 2015 The Pensions Regulator released its guidance for trustees on IRM, focusing on the interaction of the funding, investment and covenant risks in a scheme when making decisions.
But what benefit does IRM have for trustees and employers and how should they apply it in practice?